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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
5101
MBE Wealth Management
Wisconsin
$1.57M +$33.8K +130 +2%
CWR
5102
Chico Wealth RIA
California
$1.56M +$15.6K +60 +1%
PIFP
5103
Partners in Financial Planning
Virginia
$1.56M -$103K -395 -6%
ACM
5104
Altrius Capital Management
North Carolina
$1.56M +$17.4K +67 +1%
GPCM
5105
Guardsman Private Capital Management
Florida
$1.56M – – –
RS
5106
Rakuten Securities
Japan
$1.55M -$582K -2,238 -27%
GSF
5107
Grove Street Fiduciary
New Hampshire
$1.55M +$7.03K +27 +0.4%
GWM
5108
Greenhouse Wealth Management
Connecticut
$1.55M -$27.1K -104 -2%
PPW
5109
Presilium Private Wealth
Pennsylvania
$1.55M +$48.9K +188 +3%
GHA
5110
Good Harbor Advisors
Massachusetts
$1.55M – – –
PPWM
5111
PFG Private Wealth Management
Florida
$1.55M -$27.3K -105 -2%
WC
5112
Wexford Capital
Florida
$1.55M -$136K -523 -8%
BSG
5113
Black Swift Group
Colorado
$1.54M +$655K +2,516 +70%
PFS
5114
Professional Financial Solutions
Virginia
$1.54M -$6.51K -25 -0.4%
BWM
5115
Biltmore Wealth Management
Arizona
$1.54M -$108K -414 -6%
MFS
5116
McNamara Financial Services
Massachusetts
$1.54M +$521 +2 +0%
LFS
5117
Lutz Financial Services
Nebraska
$1.54M +$2.08K +8 +0.1%
LC
5118
Lavelle Capital
California
$1.53M -$365K -1,403 -19%
RCM
5119
RMR Capital Management
California
$1.53M – – –
HBFP
5120
Henderson Brothers Financial Partners
Pennsylvania
$1.53M +$1.57M +6,036 New
DWA
5121
Davis Wealth Advisors
New Hampshire
$1.53M -$8.59K -33 -0.5%
PRTG
5122
Post Resch Tallon Group
New York
$1.53M +$130K +501 +9%
CFG
5123
Compton Financial Group
Maryland
$1.53M +$3.38K +13 +0.2%
GSC
5124
Ground Swell Capital
South Carolina
$1.53M +$1.28M +4,903 +443%
SCA
5125
Sippican Capital Advisors
Massachusetts
$1.52M -$169K -650 -10%
203 204
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